Best Long-Term Performance U.S. Mid Cap Blend ETFs 1.2

  • The U.S. Mid Cap Blend asset class has been one of the most profitable equity asset classes for over 46 years, outperforming the S&P 500 by 1.62% CAGR.
  • The oldest available Mid Cap Blend ETF has outperformed an S&P 500 index fund by 1.72% CAGR over the last 23 years
  • There are currently 41 ETFs available in the Mid Cap Blend Morningstar category. Sixteen of these ETFs have been available for 10 years or longer
  • Nine of these older ETFs have outperformed an S&P 500 index fund since their inception dates
  • Most ETFs in this asset class offer massive diversification in size of companies, broad sector exposure, and include both value & growth stocks
  • The middle of the stock market might just be the best place to invest

U.S. Mid Cap Blend vs U.S. Large Cap Blend (aka S&P 500): January 1972 – December 2018

Source: https://www.portfoliovisualizer.com/
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